Good morning, James!

You have 3 client meetings scheduled today

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Goals

Today's Activity

12
Calls Made
Daily Goal 12/15
3
Meetings Scheduled
Weekly Goal 3/10
5
Follow-ups Completed
Daily Goal 5/8
8
Appointments Set
Weekly Goal 8/12

Recent Calls

View Full Call Log
RL
Richard Li
Outbound Today, 10:30 AM • 25 min
Reminder: Send proposal
SW
Sarah Wang
Inbound Today, 2:15 PM • 15 min
MT
Michael Tan
Outbound Yesterday, 4:45 PM • 35 min
Birthday card by June 10

Client Touchpoints

Monthly Progress

On Track
68%
of personal targets achieved
  • Complete 50 client calls
  • Schedule 15 new appointments
  • Complete annual reviews for 10 clients
  • Attend 2 professional development sessions

Learning & Development

In Progress
3/5
courses completed this quarter
  • Advanced Estate Planning Strategies
  • Digital Client Engagement Tools
  • Cross-Border Wealth Management
  • Alternative Investments Certification
  • Family Office Services Workshop